Insightly
The Best CRM to Build Customer RelationshipsInsightly Overview
- Accounting
- Logistics & Supply Chain
- Marketing & Advertising
- English
Insightly Core Features
- Calendar & Task
- Collaboration Tools
- Custom Dashboard
- Email Integration
- Lead Management
- Pipeline Management
- Reporting
- Sales Automation
- Workflow Automation
- Analytics/ROI Tracking
- Campaign Management
- Email Marketing
- Lead Management
- Sales Intelligence
- Search Marketing
- Segmentation and Targeting
- Social Marketing
- Alerts/Notifications
- Collaboration
- Dashboard
- Portfolio Management
- Project Planning
- Reporting and Forecasting
- Workflow Management
Insightly Pricing
Insightly Reviews
Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.
- Easy to use and saves time and gives way cool results.
- Lots of options to help you with marketing campaigns.
- It was nice to not stress about creating something so simple.
- I think it will be better if more easy integration is provided.
- Marketing Automation
- Project Management
Insightly has increased productivity of our organization as a whole
In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.
- Smooth data input environment
- Slick design that improves its user-friendly feature
- Convenient integration on the workflow of any sort.
- Lack of customization feature
- Limited free trials
- Lack of phone support
It's best for us because it offers not just CRM-specific functionality but also project management functions.
We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.
Insightly for the win
Well crafted and always improving
Very positive feedback
Pros: It is having a very basic system, which is all we need.
Cons: The format can be configured to an extent, but not fully customizable.
A great piece of software
Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc.
Cons: Not very customizable
Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Chat
- Phone
- Help Guides
- Video Guides
- Blogs
- Webinars
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